Customer Service Representative (Full-Time)

We are seeking to hire an enthusiastic Customer Service Representative to support our customers from our Richmond, Vermont office with remote possibility. The ideal candidate will have client management experience along with sales  and have an interest in learning about investments and the stock market. Excellent written and verbal communication skills are important in this role.

This is a full-time role during normal business hours, 8:30 AM – 5 PM.  We support our clients primarily by phone and email.


  • Answer in-bound customer phone calls.
  • Place outbound phone calls to welcome new subscribers.
  • Resolve all customer issues to ensure 100% satisfaction.
  • Timely response to customer emails.
  • Pick-and-pack new member welcome packages.
  • Schedule On-Boarding sessions with new customers to ensure they are successful from the start!
  • Support V.I.P. clients by helping them transition to other products.
  • Share client feedback to help our company improve the subscriber experience.


  • Outgoing professional with a demonstrated background in providing superior, high level customer service.
  • Strong customer orientation.
  • Enjoy people and talking on the phone.
  • Ability to organize and manage multiple priorities.
  • Computer proficiency.
  • Flexibility – Able to adapt successfully to changing situations. We are a small company so this is VERY important.
  • Self Motivation
  • Sales experience is also beneficial.

Wyatt Investment Research is an online publisher of investment research, trade alerts and education. The business is growing quickly and has been named to the Inc. 500 list.

Wyatt Investment Research offers a competitive benefits package including health insurance, dental insurance, paid vacation, 401k retirement plan, wellness incentive, bonuses and profit sharing.

Are you excited about this opportunity? Please email your Cover Letter and Resume to